Weekly highlights
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Links
Links September 2024
10 investment-related write-ups, 10 articles and 10 podcast episodes
Deep-dives
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E
Thematic reports
Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes
Highlights from Asian Century Stocks
Singapore
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Thematic reports
Alternative data for dummies
Estimated reading time: 18 minutes
Thematic reports
9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
China Overseas Property (2669 HK)
SOE managing a growing portfolio of properties at 8.3x P/E
Thematic reports
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.
Portfolio
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Thematic reports
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes